Admin Setup - Change Reason

Overview

This screen can be used to create and maintain a list of Change Reasons that will be available in your system.  These Change Reasons can be used for the DCAA timesheet change audit screen and/or for the End User Timesheet Adjustment change reason screen.

Your system can be configured to allow for the entry of free form text as the Change Reason, or the Unanet Administrator can provide a pre-defined set of Change Reasons for users to select from via this screen.  Each supplied Change Reason can be designated for use by the Audit and/or Adjustment screens.  If no Change Reasons have been defined by the Administrator, free form text entries will be allowed (and the Change Reason drop-down list will not appear on the respective change reason entry screen).  When pre-defined Change Reasons exist, the text entry field on that screen will be disabled and the user will need to select a reason from the list of available options.

Your system can also be configured to support both approaches by enabling the Include Other Audit Trail Change Reason (unatime.audit.allow_other_change_reason) and/or Include Other Adjustment Change Reason (unatime.adjustment.allow_other_change_reason) properties.  When set to true, the Change Reason drop-down list will include an additional option of "Other", which when selected will allow the user to enter their own free form text.  Thus, they will have the option of selecting a pre-defined reason code or providing their own custom reason.

Note that the specific text is saved in the system database when these change reasons are used.  Should the administrator subsequently change the Change Reason text associated with a Change Reason Code, the original text will remain with any timesheets having previously used those reasons.

Roles

This screen is available to users having the Administrator and P&R Administrator role.

License

This screen is available with the Project Time, Project Tracking and Project Portfolio family of Unanet licenses.

 

Topics covered on this help page include:

 

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Example Change Reason maintenance screen:

Field Descriptions (click on a link below for additional information):